Adding new customer
The Customer Service Hub enables the user to add a customer for selected stores. They can login as a CSR or Site Admin to add a new customer for selected stores.
About this task
Procedure
- Open Customer Service Hub.
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Select a store for which they want to create a new shopper.
Note: The Account management column is only enabled after you select a store. Once you have selected a store you can change the account details.
- Click the Add New Customer to create a new customer and the Add New Customer page opens.
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Provide the required information in the Basic Details
field
- Enter the valid Customer Login ID for the shoppers.Note: In case the new shopper is for the Emerald Store, then the Customer Login ID must be an Email.
- Enter the Password you want to keep for the shopper.
- Password should be 8 characters in length.
- It should consist of minimum one letter
- Re-enter the same password in Verify Password field.Note: An error message is displayed if both the passwords are different. You must make sure to enter the same password in both fields.
- Enter the valid Customer Login ID for the shoppers.
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Provide the required information in the Customer Details field:
- The First name of the customer
- The Last name of the customer.
- Enter the valid Email Address of the user.
- Provide the Phone number.Note: First name and phone number is optional.
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Provide the required information in the Address Details field:
- Enter the Street address.
- Enter the Zip/Postal code.
- Enter the State/Province/Region.
- Enter the Country.
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Click the Create Account to create a new customer.
Note: Account status will be Enabled by default.